Raymond James Financial Inc
RJF- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000720005
In the last 90 days, Raymond James Financial Inc insiders filed 0 open-market purchases and 3 sales; 904 institutions reported holding it in 13F filings for Q2 2026, worth $23.1B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Raymond James Financial Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 858
- +28 vs. Q4 2024
- Shares held
- 156.7M
- +3.86M (+2.5%) vs. Q4 2024
- Total value
- $21.8B
- −$1.98B (−8.4%) vs. Q4 2024
- New holders
- 116
- 330 more added
- Sold out
- 88
- 270 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RJF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 904 | $23.1B |
| Q1 2026 | 925 | $22.0B |
| Q4 2025 | 936 | $24.6B |
| Q3 2025 | 894 | $26.0B |
| Q2 2025 | 857 | $23.8B |
| Q1 2025 | 858 | $21.8B |
| Q4 2024 | 840 | $23.9B |
| Q3 2024 | 768 | $19.1B |
| Q2 2024 | 751 | $18.9B |
| Q1 2024 | 729 | $19.9B |
| Q4 2023 | 720 | $17.4B |
| Q3 2023 | 658 | $15.7B |
| Q2 2023 | 644 | $16.5B |
| Q1 2023 | 664 | $14.8B |
| Q4 2022 | 701 | $17.5B |
| Q3 2022 | 666 | $16.1B |
| Q2 2022 | 657 | $14.3B |
| Q1 2022 | 664 | $17.3B |
| Q4 2021 | 638 | $15.5B |
| Q3 2021 | 583 | $14.0B |
| Q2 2021 | 565 | $13.2B |
| Q1 2021 | 552 | $12.3B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 2,119 | $294.4K | 0.02% | −142−6.3% | Reduced |
| Berry Wealth Group, LP | 2,104 | $292.3K | 0.23% | +5+0.2% | Added |
| Revolve Wealth Partners, LLC | 2,081 | $289.1K | 0.04% | −30−1.4% | Reduced |
| Financial Insights, Inc. | 2,061 | $286.3K | 0.11% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,057 | $285.8K | 0.01% | +229+12.5% | Added |
| Meeder Advisory Services, Inc. | 2,049 | $284.7K | 0.02% | +393+23.7% | Added |
| Cigna Investments Inc | 2,044 | $284.0K | 0.05% | +81+4.1% | Added |
| Dynasty Wealth Management, LLC | 2,017 | $280.1K | 0.00% | +94+4.9% | Added |
| Principle Wealth Partners LLC | 2,000 | $277.8K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 1,990 | $276.4K | 0.00% | +1,990 | New |
| Abn Amro Investment Solutions | 1,987 | $276.0K | 0.01% | −30−1.5% | Reduced |
| Brown Advisory Inc | 1,970 | $273.7K | 0.00% | +466+31.0% | Added |
| Savant Capital, LLC | 1,967 | $273.2K | 0.00% | −411−17.3% | Reduced |
| Allred Capital Management, LLC | 1,934 | $268.6K | 0.11% | +60+3.2% | Added |
| Sagespring Wealth Partners, LLC | 1,933 | $268.5K | 0.01% | +347+21.9% | Added |
| Essex Financial Services, Inc. | 1,918 | $266.4K | 0.02% | −843−30.5% | Reduced |
| Lindbrook Capital, LLC | 1,885 | $261.8K | 0.02% | +782+70.9% | Added |
| Novare Capital Management LLC | 1,880 | $261.2K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,880 | $261.1K | 0.00% | +207+12.4% | Added |
| PGGM Investments | 1,881 | $261.0K | 0.00% | +531+39.3% | Added |
| Stratos Wealth Advisors, LLC | 1,858 | $258.1K | 0.01% | −283−13.2% | Reduced |
| Valeo Financial Advisors, LLC | 1,856 | $257.9K | 0.01% | +39+2.1% | Added |
| Southeast Asset Advisors Inc. | 1,846 | $256.4K | 0.03% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,832 | $254.5K | 0.08% | +1,832 | New |
| Berkshire Asset Management LLC | 1,729 | $251.6K | 0.01% | +137+8.6% | Added |
| First Bank & Trust | 1,807 | $251.0K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,806 | $250.9K | 0.11% | +8+0.4% | Added |
| Skopos Labs, Inc. | 1,793 | $248.9K | 0.05% | +1,147+177.6% | Added |
| Central Trust Co | 1,787 | $248.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,783 | $247.7K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,790 | $247.2K | 0.01% | −111−5.8% | Reduced |
| PharVision Advisers, LLC | 1,739 | $241.6K | 0.34% | +1,739 | New |
| NewEdge Wealth, LLC | 1,734 | $240.8K | 0.00% | −1,559−47.3% | Reduced |
| Central Bank & Trust Co | 1,716 | $238.4K | 0.04% | −64−3.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,694 | $235.3K | 0.00% | −2,873−62.9% | Reduced |
| Simon Quick Advisors, LLC | 1,668 | $231.7K | 0.01% | +356+27.1% | Added |
| Aspire Growth Partners LLC | 1,613 | $231.0K | 0.20% | +11+0.7% | Added |
| Edmp, Inc. | 1,662 | $230.9K | 0.19% | −79−4.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $227.5K | 0.03% | −323−16.5% | Reduced |
| Great Lakes Advisors, LLC | 1,628 | $226.1K | 0.00% | +21+1.3% | Added |
| Schechter Investment Advisors, LLC | 1,606 | $223.1K | 0.02% | −254−13.7% | Reduced |
| Buckingham Strategic Partners | 1,589 | $220.8K | 0.00% | +1,589 | New |
| Carson Advisory Inc. | 1,586 | $220.3K | 0.15% | +4+0.3% | Added |
| RBA Wealth Management, LLC | 1,567 | $217.7K | 0.09% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,565 | $217.4K | 0.02% | +43+2.8% | Added |
| Oxford Asset Management LLP | 1,560 | $216.7K | 0.10% | +1,560 | New |
| Evergreen Capital Management LLC | 1,558 | $216.4K | 0.01% | +217+16.2% | Added |
| Eldridge Investment Advisors, Inc. | 1,563 | $216.3K | 0.05% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 1,524 | $211.7K | 0.19% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 1,507 | $209.3K | 0.10% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,506 | $209.2K | 0.00% | +78+5.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,504 | $208.9K | 0.03% | +53+3.7% | Added |
| Change Path, LLC | 1,498 | $208.1K | 0.01% | +1,498 | New |
| Flossbach Von Storch AG | 1,475 | $204.9K | 0.00% | +1,475 | New |
| Dorsey & Whitney Trust CO LLC | 1,454 | $202.0K | 0.01% | +11+0.8% | Added |
| Kooman & Associates | 1,442 | $200.3K | 0.07% | +14+1.0% | Added |
| Stephenson National Bank & Trust | 1,441 | $200.2K | 0.07% | −108−7.0% | Reduced |
| Cohen & Steers, Inc. | 1,400 | $194.0K | 0.00% | +1,400 | New |
| Hamilton Capital Partners Inc. | 1,358 | $188.6K | 0.01% | −39−2.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,332 | $184.9K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,329 | $184.6K | 0.00% | +1,329 | New |
| First Horizon Advisors, Inc. | 1,270 | $176.4K | 0.00% | −4−0.3% | Reduced |
| PSI Advisors, LLC | 1,157 | $160.7K | 0.05% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,150 | $159.7K | 0.07% | +1,150 | New |
| Globeflex Capital L P | 1,130 | $157.0K | 0.01% | +1,130 | New |
| Bruce G. Allen Investments, LLC | 1,107 | $153.8K | 0.12% | −4−0.4% | Reduced |
| Park Place Capital Corp | 1,062 | $147.5K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 1,055 | $146.6K | 0.05% | +1,055 | New |
| Farther Finance Advisors, LLC | 994 | $137.3K | 0.00% | +82+9.0% | Added |
| Kentucky Trust Co | 980 | $136.1K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 913 | $126.0K | 0.00% | −424−31.7% | Reduced |
| Ossiam | 898 | $124.7K | 0.00% | −477−34.7% | Reduced |
| Johnson Financial Group, Inc. | 896 | $124.5K | 0.01% | +615+218.9% | Added |
| Quarry LP | 891 | $123.8K | 0.03% | +654+275.9% | Added |
| Caldwell Trust Co | 869 | $120.7K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 855 | $118.8K | 0.06% | +855 | New |
| Arlington Trust Co LLC | 830 | $115.4K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 814 | $113.1K | 0.00% | +54+7.1% | Added |
| Massmutual Trust Co FSB | 788 | $109.5K | 0.00% | +195+32.9% | Added |
| Ci Investments Inc. | 765 | $106.0K | 0.00% | −250−24.6% | Reduced |
| Colonial Trust Co | 746 | $104.3K | 0.02% | −1,989−72.7% | Reduced |
| Allworth Financial LP | 745 | $102.3K | 0.00% | +164+28.2% | Added |
| DT Investment Partners, LLC | 719 | $99.9K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 697 | $96.8K | 0.03% | +5+0.7% | Added |
| ORG Wealth Partners, LLC | 663 | $91.6K | 0.03% | +663 | New |
| Brown Brothers Harriman & Co | 626 | $87.0K | 0.00% | +144+29.9% | Added |
| Delta Asset Management LLC | 600 | $83.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 597 | $82.9K | 0.01% | +6+1.0% | Added |
| Loomis Sayles & Co L P | 579 | $80.0K | 0.00% | +84+17.0% | Added |
| HM Payson & Co | 550 | $76.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 542 | $75.0K | 0.05% | +205+60.8% | Added |
| Capital Advisors, Ltd. LLC | 526 | $73.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 514 | $71.4K | 0.00% | −315−38.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 500 | $69.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 499 | $69.3K | 0.00% | +137+37.8% | Added |
| Rothschild Investment LLC | 495 | $68.8K | 0.00% | +47+10.5% | Added |
| Pinnacle Financial Partners Inc | 442 | $68.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 493 | $68.5K | 0.00% | +40+8.8% | Added |
| Sentry Investment Management LLC | 541 | $68.0K | 0.05% | −162−23.0% | Reduced |
| CVA Family Office, LLC | 480 | $66.7K | 0.01% | −10−2.0% | Reduced |